James Lazenby

Title on Schedule A

Chief Financial Officer

Control

James Lazenby is a control person of Waverly Advisors.

Ownership

An individual ownership band is not available in the source record.

Tenure

James Lazenby has held the filed role since December 2021.

The firm

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Individual registration and examination information for James Lazenby is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name

James Lazenby

CRD

7493760

Firm

Waverly Advisors, LLC

Record basis

Form ADV officer listing

Firm bio

waverly-advisors.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

James “Jim” Lazenby is Waverly's chief financial officer. The firm says he joined in January 2022 after more than 21 years in public accounting. Waverly Advisors biography

Education

• Bachelor of Science in Accounting, Auburn University.Waverly Advisors biography
• Master of Accountancy, University of Alabama at Birmingham.Waverly Advisors biography

Credentials and memberships

• Certified Public Accountant (CPA; listed by Waverly).Waverly Advisors biography

• 
  Justin Russell

  President/Chief Executive Officer
• 
  Justin Snell

  Chief Operating Officer
• 
  Thomas Claud

  Chief Compliance Officer
• 
  John Cox

  Chief Economist
• 
  Brent Gunn

  Chief Information Officer
• 
  Wayne Lesage

  Chief Growth Officer
• 
  William McDaniel

  Chief Investment Officer